My Dividend Portfolio Q2 2014

I have been following a dividend growth strategy for some time. The aim of the portfolio is to provide early retirement via dividend income. For 2014, I am targeting approximately $28k in dividend income. This update summarizes portfolio progress in Q2 2014. Source of Funds I am using selective reinvestment of my dividend income from 2013 as my primary source of funding for new investments, in addition to excess disposable income from savings. Observations The second quarter featured very little net new investment activity to the portfolio in terms of either new positions or increases to existing positions. I did look to selectively lighten or completely exit certain positions whose valuations I felt had become stretched or where other concerns emerged. My feeling was that certain dividend growth stocks with a perception for high quality are now trading at quite elevated valuations. I feel I can get a better... Read more